Community Digest - October 2017

Community Digest - October 2017



Hello! 

We are back again with the gist of all that's been happening in the world of Zoho CRM the past month. October's edition of the Community Digest encompasses useful CRM hacks, tips and tricks, custom functions, and more.

Community Learning Series:

Ask the Experts:

Thank you, awesome members, for the fantastic participation in "Ask the Experts" session. The session was centered around 'user management in Zoho CRM'. Our experts enjoyed fielding over 100 questions for the 3rd consecutive month from you all! Keep them coming every session!

Community meetups:

We kickstarted the offline community meetups in India set around various topics around CRM, with the first series focussing on 'Customizing Zoho CRM'. While we are busy planning for the Mumbai meetup this Friday, we're elated with the response and active participation from you in the other cities. We'll go global soon. Read on to know more.

Automate your work using Custom Functions:

  1. #CF11: Turning a contact into a vendor with just a click of a button.
  2. #CF12: Adding pre-defined notes to records with a single click.
  3. #CF:13: Adding invoice grand total in words.
  4. #CF14: Fetching the details of the record owner within the record.

CRM Hacks of the month:

  1. #CRMHacks10: How to access the leads within CRM instead of accessing it from your mailbox.
  2. #CRMHacks11: How to search for records in specific modules without applying filter.
  3. #CRMHacks12: How to lock down a pick-list value field for all users but for selected few once a specific value is selected.
  4. #CRMHacks13: How to export a selected set of records without creating reports.

Tips and Tricks to make your CRM better:

  1. #Tip15: Getting notified automatically when you have idle leads in CRM.
  2. #Tip16: Efficiently using workflow rules for specific layouts.
  3. #Tip17: Keeping Zoho CRM home page clutter free, for yourself and your team.
  4. #Tip18: Saving time with these simple options in module customization.

 

Other useful discussions

  1. On why the drop-down does not clear the unselected value.
  2. On the integration of Zoho CRM with Zoho campaigns.
  3. On an interesting requirement from Paul Hankins about sales stage checklists.
  4. On changing the automatically created potential name by lead conversion process.

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